| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L P COM | 5 | Q1 2024 | 2.9% |
| STEEL DYNAMICS INC | 5 | Q1 2024 | 2.5% |
| PEPSICO INC | 5 | Q1 2024 | 2.4% |
| ABBVIE INC COM USD0.01 | 5 | Q1 2024 | 2.5% |
| JPMORGAN CHASE &CO | 5 | Q1 2024 | 2.5% |
| DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 | 5 | Q1 2024 | 2.2% |
| BROADCOM INC COM | 5 | Q1 2024 | 2.3% |
| CISCO SYSTEMS INC | 5 | Q1 2024 | 2.1% |
| PROCTER AND GAMBLE CO COM | 5 | Q1 2024 | 1.8% |
| APPLE INC | 5 | Q1 2024 | 1.9% |
View Pathway Financial Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-20 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-29 |
View Pathway Financial Advisers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.